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Health Care SPDR shares owned by MBL Wealth

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by MBL Wealth from 13F filings

Historical chart of MBL Wealth investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by MBL Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Health Care SPDR by MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $947k 6.4k 147.73
2022-12-31 $3.1M 23k 135.84
2022-09-30 $2.6M 22k 121.09
2022-06-30 $2.5M 20k 128.24
2022-03-31 $2.1M 15k 137.01

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)

View all positions for MBL Wealth

Top funds holding Health Care SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Raymond James & Associates
Goldman Sachs Group
Janney Montgomery Scott
UBS Group
Branch Banking & Trust Company
Royal Bank of Canada
WestEnd Advisors
Citadel Advisors
Bessemer
Harel Insurance Investments & Financial Services
Bnp Paribas Arbitrage, Snc
Charles Schwab Investment Management

View all funds holding Health Care SPDR